Private Client Services

LVWM’s Private Wealth Division is for individuals and families that have more than $5 million in investable assets.

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Inspired Collaboration

Managing your wealth to your unique and specific goals means delivering a collaborative experience that includes:

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Collaborative guidance

If preferred, we can work with your existing professional advisors including your tax and legal counsel. When desired, we can assist in the search and selection of additional support.

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Philanthropic insight

To help you plan your legacy, we offer innovative resources to help you provide for your favorite charities and endowments.

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Innovative strategies

By gaining a deep understanding of what you would like to accomplish with your wealth, we are able to develop customized strategies for your consideration.

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Collected expertise

You gain access to a network of tax, legal, and insurance professionals to support all facets of your wealth management.